MML Investors Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $718K | Buy |
7,992
+1,567
| +24% | +$141K | ﹤0.01% | 1862 |
|
2025
Q1 | $499K | Sell |
6,425
-1,556
| -19% | -$121K | ﹤0.01% | 1990 |
|
2024
Q4 | $449K | Sell |
7,981
-304
| -4% | -$17.1K | ﹤0.01% | 1984 |
|
2024
Q3 | $506K | Buy |
8,285
+669
| +9% | +$40.9K | ﹤0.01% | 1853 |
|
2024
Q2 | $399K | Sell |
7,616
-631
| -8% | -$33.1K | ﹤0.01% | 1918 |
|
2024
Q1 | $389K | Buy |
8,247
+723
| +10% | +$34.1K | ﹤0.01% | 1942 |
|
2023
Q4 | $371K | Sell |
7,524
-254
| -3% | -$12.5K | ﹤0.01% | 1924 |
|
2023
Q3 | $315K | Sell |
7,778
-2,902
| -27% | -$118K | ﹤0.01% | 1895 |
|
2023
Q2 | $462K | Buy |
10,680
+2,502
| +31% | +$108K | ﹤0.01% | 1680 |
|
2023
Q1 | $394K | Sell |
8,178
-1,395
| -15% | -$67.2K | ﹤0.01% | 1528 |
|
2022
Q4 | $374K | Buy |
9,573
+530
| +6% | +$20.7K | ﹤0.01% | 1647 |
|
2022
Q3 | $293K | Buy |
+9,043
| New | +$293K | ﹤0.01% | 1693 |
|
2017
Q3 | – | Sell |
-10,444
| Closed | -$208K | – | 1379 |
|
2017
Q2 | $208K | Buy |
10,444
+515
| +5% | +$10.3K | ﹤0.01% | 1165 |
|
2017
Q1 | $207K | Buy |
+9,929
| New | +$207K | ﹤0.01% | 726 |
|